By Lewis Johnson - Cycles and their changing phases are everywhere around us. The twenty-four hour daily cycle comprises the opposites of day and night. The seasons transition from the cool of winter to the opposite[…]
By Lewis Johnson - Last week the Greek bond market took a beating after almost two full years of constant improvement. This week’s Trends and Tail Risks explains why you should care and what we are watching for next.[…]
By Lewis Johnson - Investing wisely is challenging. But better information helps. Knowing is better than guessing!
By Lewis Johnson - Yields on US government 30 year bond have defied consensus expectations by falling almost 50 basis points (bps) year to date from a high of 3.98% to 3.45%. Falling long term interest rates have[…]
